Forum Financial Management, LP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 662 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 1.15 and the average weighting 0.5%.

Quarter-by-quarter ownership
Forum Financial Management, LP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$351,302
+4.9%
2,451
+8.9%
0.01%0.0%
Q2 2023$335,017
+6.2%
2,2510.0%0.01%
-11.1%
Q1 2023$315,591
+2.2%
2,251
-3.1%
0.01%
-10.0%
Q4 2022$308,767
+3.6%
2,324
-1.0%
0.01%
-28.6%
Q3 2022$298,000
+25.2%
2,348
+29.4%
0.01%
+16.7%
Q2 2022$238,000
-20.7%
1,8140.0%0.01%
-14.3%
Q1 2022$300,000
-2.0%
1,814
+8.6%
0.01%
-12.5%
Q4 2021$306,0001,6710.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
FCG ADVISORS, LLC 260,438$30,070,0009.96%
FC Advisory LLC 121,705$14,052,0008.92%
Van Cleef Asset Management,Inc 325,052$37,531,0008.71%
Harfst & Associates, Inc. 133,295$15,390,0006.58%
Bridgeworth, LLC 132,087$15,251,0006.04%
RESTON WEALTH MANAGEMENT LLC 55,500$6,578,0005.27%
First National Bank of South Miami 42,291$4,883,0004.67%
Wilshire Advisors LLC 41,425$4,783,0004.48%
New England Private Wealth Advisors LLC 140,946$16,273,0004.22%
COLDSTREAM CAPITAL MANAGEMENT INC 408,355$47,148,0004.12%
View complete list of VANGUARD INDEX FDS shareholders